Geneos Wealth Management’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.9K | Hold |
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|
2025
Q2 | $92.4K | Sell |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $77.8K | Hold |
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|
2024
Q3 | $74.1K | Hold |
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|
2024
Q2 | $76.5K | Hold |
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|
2024
Q1 | $75.9K | Buy |
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|
2023
Q4 | $50.6K | Hold |
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|
2023
Q3 | $46.6K | Buy |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $40.5K | Hold |
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|
2022
Q4 | $41.9K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $16K | Buy |
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